EcofyxOperational area
Orders and sales
Ready-to-use application with public page
Orders and sales
Receive orders, organize customers, and follow payment, pickup or delivery in a simple workflow for small businesses.
What this template is designed to organize
Receive orders, organize customers, and follow payment, pickup or delivery in a simple workflow for small businesses.
Connected structure
3 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application with public page
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Customers
Key fields:
- Customer name
- Phone or WhatsApp
- Notes
Orders
Key fields:
- Products
- Customer
- Phone or WhatsApp
- How would you like to receive the order?
- Delivery address
- Payment method
- Order notes
Order update
Key fields:
- Order
- New status
- Payment
- Amount received
- Expected completion
- Message to the customer
- Person responsible
How this template organizes the routine
Receive orders, organize customers, and follow payment, pickup or delivery in a simple workflow for small businesses. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track orders, status and payment, with row-level actions to move each order forward.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Orders and sales
Track orders, status and payment, with row-level actions to move each order forward.
Available filters
StatusClientFulfillmentPayment
Visible dashboard columns
- Order
- Client
- Status
- Fulfillment
- Total
- Payment
- Date
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Today's orders
New
In progress
Ready
Pending payments
Order value this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- New order
- Add customer
- Update order
Attention points
Check these alerts to identify records that may need follow-up.
- New order
- Pending payment
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Order workflow
New→In progress→Ready→Completed→Cancelled
- Start order processingNew → In progress
- Mark as readyIn progress → Ready
- Complete orderReady → Completed
- Cancel orderNew → Cancelled
- Cancel orderIn progress → Cancelled
- Cancel orderReady → Cancelled
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Orders and sales template for?
Receive orders, organize customers, and follow payment, pickup or delivery in a simple workflow for small businesses.
Which forms are included in this template?
Customers, Orders, Order update.
How are records organized in Ecofyx?
Data is organized in the Orders and sales dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
A public page provides a catalog and order submission. It starts paused until the owner reviews it. The planned entry form is “Orders”. Visitors can track the request by protocol when that feature is enabled.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Orders and sales
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.